WNY Asset Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 393 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.4%.

Quarter-by-quarter ownership
WNY Asset Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,048,616
+13.6%
5,741
+21.0%
0.20%
+4.1%
Q2 2023$922,766
-5.4%
4,746
-5.9%
0.20%
-15.5%
Q1 2023$975,436
-77.6%
5,041
-77.9%
0.23%
-80.3%
Q4 2022$4,363,309
-3.0%
22,777
-13.0%
1.18%
-27.8%
Q3 2022$4,500,000
-9.2%
26,175
-2.1%
1.63%
-2.7%
Q2 2022$4,957,000
-41.7%
26,747
-38.3%
1.68%
-36.0%
Q1 2022$8,501,000
+41.1%
43,319
+44.1%
2.62%
+46.4%
Q4 2021$6,026,000
+17.6%
30,052
+5.0%
1.79%
+1.2%
Q3 2021$5,125,000
+4.3%
28,625
+6.0%
1.77%
+0.6%
Q2 2021$4,913,000
+130.4%
27,004
+125.6%
1.76%
+106.8%
Q1 2021$2,132,000
+17.2%
11,971
+14.2%
0.85%
-7.5%
Q4 2020$1,819,00010,4810.92%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
NameSharesValueWeighting ↓
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 33,220$4,288,00013.35%
D'Orazio & Associates, Inc. 192,064$24,790,00012.10%
Berkeley Capital Partners, LLC 54,664$7,056,0005.74%
New England Investment & Retirement Group, Inc. 78,438$10,124,0005.34%
Madden Advisory Services, Inc. 30,316$3,912,0002.58%
Quantitative Advantage, LLC 53,754$6,938,0001.97%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 22,705$2,931,0001.97%
McKinley Carter Wealth Services, Inc. 24,764$3,196,0001.83%
Estate Counselors, LLC 28,850$3,724,0001.52%
RAND WEALTH, LLC 63,384$8,181,0001.16%
View complete list of VANGUARD WORLD FDS shareholders